How many institutions own SRVR stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own SRVR shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Pacer Data & Infrastructure Real Estate ETF stock?

BANK OF AMERICA CORP /DE/, in the last quarter, reduced its stake in SRVR by -2.33% restricting it's holding to 2.33 million shares of worth nearly $73.87M. INTEGRATED WEALTH CONCEPTS LLC also lessened -20.37% of the SRVR shares from its portfolio, reducing its holding to 14.48 thousand shares of worth $460.08K. RAYMOND JAMES FINANCIAL INC also shunned SRVR shares holding by -1.82% last quarter which brought its holding to 92.75 thousand shares worth $2.95M.

Investors who are buying SRVR stock?

As per its latest 13F filing, CITIGROUP INC increased its stake in SRVR by 8% in the last quarter. The institutional holder raised its holding to 13.72 thousand shares having worth more than $435.82K. AMERIPRISE FINANCIAL INC also added 8.03% more shares of SRVR to its portfolio, raising its holding to 832.91 thousand shares of worth $26.51M. also increased its SRVR shares holding by 100% which brought its holding to 21.5 thousand shares worth $683.06K.

SRVR's major insiders: who are they?

The insider with the most stakes in SRVR is N/A , N/A at the company. Additionally, SRVR stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell SRVR stock?

Company executives, directors, and other insiders own N/A percent of Pacer Data & Infrastructure Real Estate ETF's stock. Within the last six months, there have been 0 transaction(s) in which SRVR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SRVR stock?

There have been 0 transaction(s) during the past 6-months in which Pacer Data & Infrastructure Real Estate ETF insiders have bought stock, totalling 0 shares

How much of SRVR does insiders own?

Around 0 Pacer Data & Infrastructure Real Estate ETF shares are held by insiders, which represents about N/A of SRVR stock.

Who is the insider with the largest stake?

SRVR N/A, N/A holds the largest portfolio of the company's shares. SRVR shares owned by N/A total nearly -.

Which institution holds the most shares in SRVR?

BANK OF AMERICA CORP /DE/ is the largest institutional owner in SRVR which holds 2.33 million shares worth $73.87M or 18.98% of the total SRVR shares outstanding followed by PARTNERS CAPITAL INVESTMENT GROUP, LLP with ownership of 8.67 thousand shares representing 0.07% of the SRVR ownership. INTEGRATED WEALTH CONCEPTS LLC is the third largest stakeholder with 14.48 thousand shares or 0.11% of the ownership worth more than $460.08K.

Is Pacer Data & Infrastructure Real Estate ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SRVR is concerned, it is a stock which is optionable.

Is there a short position on SRVR's shares?

Number of SRVR shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding SRVR shares are there?

As of today, null shares of SRVR are outstanding.

Is there many float in SRVR stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, SRVR has null shares in float.

SRVR short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for SRVR is null.

Pacer Data & Infrastructure Real Estate ETF (SRVR) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. BANK OF AMERICA CORP /DE/ is the top corporate investor, holding 2.33M shares valued at $73.87M. A 18.98% stake in Pacer Data & Infrastructure Real Estate ETF is owned by the company. PARTNERS CAPITAL INVESTMENT GROUP, LLP owns 8.67K shares valued at $275.36K, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BANK OF AMERICA CORP /DE/	18.98%	2.33M	73.87M	-55.46K	-2.33%
Jun 30, 2026	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.07%	8.67K	275.36K	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.11%	14.48K	460.08K	-3.7K	-20.37%
Jun 30, 2026	CITIGROUP INC	0.11%	13.72K	435.82K	1.02K	+8.00%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	6.8%	832.91K	26.51M	61.89K	+8.03%
Jun 30, 2026		0.16%	21.5K	683.06K	21.5K	+100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.55%	190.11K	6.04M	31.61K	+19.94%
Jun 30, 2026	ROYAL BANK OF CANADA	1.22%	149.03K	4.73M	41.19K	+38.19%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.76%	92.75K	2.95M	-1.72K	-1.82%
Jun 30, 2026	HRT FINANCIAL LP	0.59%	71.95K	2.29M	71.95K	+100.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.12%	15.19K	482.61K	-183	-1.19%
Jun 30, 2026	D. E. SHAW & CO., INC.	0.11%	13.28K	421.97K	13.28K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.11%	13.37K	424.74K	302	+2.31%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.19%	22.95K	729.4K	10.36K	+82.20%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	24.38K	774.69K	5.58K	+29.66%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.17%	21.26K	675.55K	-482	-2.22%
Jun 30, 2026	STELAC ADVISORY SERVICES LLC	0.14%	17K	540.09K	0	0
Jun 30, 2026	PROACTIVE WEALTH STRATEGIES LLC	0.2%	24.92K	791.81K	54	+0.22%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.2%	24.94K	792.43K	-1.58K	-5.94%
Jun 30, 2026	BARON FINANCIAL GROUP, LLC	0.22%	26.71K	848.67K	2.8K	+11.72%
Jun 30, 2026	ROAN CAPITAL PARTNERS	0.23%	27.92K	886.89K	27.92K	+100.00%
Jun 30, 2026	AWM CAPITAL, LLC	0.24%	30K	953.1K	0	0
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.25%	30.48K	968.4K	11.91K	+64.11%
Jun 30, 2026	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.26%	31.89K	1.01M	-277	-0.86%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.31%	38.27K	1.22M	1.25K	+3.37%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.33%	40.22K	1.28M	-8.3K	-17.11%
Jun 30, 2026	SCOTIA CAPITAL INC.	0.33%	40.4K	1.28M	-3.47K	-7.91%
Jun 30, 2026	CORNERSTONE MANAGEMENT, INC.	0.34%	42.08K	1.34M	0	0
Jun 30, 2026	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.35%	42.39K	1.3M	1.61K	+3.95%
Jun 30, 2026	INVENIO WEALTH PARTNERS LLC	0.36%	43.93K	1.4M	286	+0.66%
Jun 30, 2026	SAVVY ADVISORS, INC.	0.5%	61.67K	1.96M	61.67K	+100.00%
Jun 30, 2026	CLG LLC	0.58%	70.52K	2.24M	70.52K	+100.00%
Jun 30, 2026	PRIVATE WEALTH ADVISORS, LLC	0.67%	81.66K	2.59M	36.33K	+80.16%
Jun 30, 2026	FRANKLIN RESOURCES INC	0.69%	84.55K	2.69M	166	+0.20%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	85.08K	2.7M	15.74K	+22.70%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.77%	94.56K	3M	-19.4K	-17.02%
Jun 30, 2026	LPL FINANCIAL LLC	2.88%	352.7K	11.21M	4.12K	+1.18%
Jun 30, 2026	FOSTER & MOTLEY INC	3.23%	395.27K	12.56M	18.34K	+4.86%
Jun 30, 2026	UBS GROUP AG	4.01%	490.98K	15.6M	12.8K	+2.68%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.08%	9.46K	300.61K	-2.09K	-18.10%
Jun 30, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.12%	14.85K	471.66K	4.68K	+45.98%
Jun 30, 2026	PATRON PARTNERS, LLC	0.09%	11.04K	350.68K	-938	-7.83%
Jun 30, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.1%	12.46K	395.95K	0	0
Jun 30, 2026	GLOBALT INVESTMENTS LLC / GA	0.12%	14.19K	450.88K	-761	-5.09%
Jun 30, 2026	WEALTH HIGH GOVERNANCE ASSET MANAGEMENT LTDA.	0.18%	21.5K	683.06K	21.5K	+100.00%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.11%	13.51K	429.29K	-2.53K	-15.79%
Jun 30, 2026	CITADEL ADVISORS LLC	0.11%	14.08K	447.26K	-2.24K	-13.74%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.01%	950	30.18K	-150	-13.64%
Jun 30, 2026	HARTFORD FINANCIAL MANAGEMENT INC.	0.01%	952	30.25K	952	+100.00%
Jun 30, 2026	STRATEGIC WEALTH PARTNERS, LTD.	0.01%	1.2K	38.14K	-452	-27.36%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.01%	1.44K	45.89K	-2	-0.14%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	2.72K	86.34K	1.32K	+94.28%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.03%	4.18K	132.9K	-197	-4.50%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.04%	4.69K	149.13K	-865	-15.56%
Jun 30, 2026	SECOND HALF FINANCIAL PARTNERS, LLC	0.05%	6.51K	206.82K	6.51K	+100.00%
Jun 30, 2026	LUNT CAPITAL MANAGEMENT, INC.	0.05%	6.94K	220.33K	0	0
Jun 30, 2026	ENDOWMENT WEALTH MANAGEMENT, INC.	0.06%	7.66K	243.48K	690	+9.89%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.06%	7.9K	250.81K	-4.97K	-38.61%
Jun 30, 2026	MORGAN STANLEY	4.36%	533.94K	16.96M	62.67K	+13.30%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9.86%	1.21M	38.38M	-15.53K	-1.27%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.07%	8.14K	258.49K	-195	-2.34%
Jun 30, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.07%	8.61K	273.53K	-1.87K	-17.81%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.13%	16.05K	500.95K	-93.27K	-85.32%
Mar 31, 2026	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.26%	32.16K	1M	-2.21K	-6.44%
Mar 31, 2026	CITADEL ADVISORS LLC	0.13%	16.32K	509.54K	-155.75K	-90.52%
Mar 31, 2026	STELAC ADVISORY SERVICES LLC	0.14%	17K	530.74K	17K	+100.00%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.15%	18.19K	567.75K	-1.45K	-7.39%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.15%	18.57K	579.85K	7.1K	+61.81%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	18.81K	587.11K	561	+3.07%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.18%	21.75K	678.9K	275	+1.28%
Mar 31, 2026	BARON FINANCIAL GROUP, LLC	0.2%	23.91K	746.47K	6.54K	+37.61%
Mar 31, 2026	PROACTIVE WEALTH STRATEGIES LLC	0.2%	24.87K	776.41K	12.42K	+99.83%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.22%	26.52K	827.9K	1.07K	+4.20%
Mar 31, 2026	AWM CAPITAL, LLC	0.25%	30K	936.6K	30K	+100.00%
Mar 31, 2026	GLOBALT INVESTMENTS LLC / GA	0.12%	14.95K	466.83K	-111	-0.74%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.13%	15.37K	480.02K	-714	-4.44%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.1%	12.6K	393.37K	-10.16K	-44.63%
Mar 31, 2026	CITIGROUP INC	0.1%	12.7K	396.56K	1.67K	+15.16%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.07%	8.33K	260.1K	11	+0.13%
Mar 31, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.1%	12.46K	389.1K	12.46K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.11%	13.07K	408.02K	-465	-3.44%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.3%	37.03K	1.16M	15.66K	+73.31%
Mar 31, 2026	CORNERSTONE MANAGEMENT, INC.	0.34%	42.08K	1.31M	0	0
Mar 31, 2026	INVENIO WEALTH PARTNERS LLC	0.36%	43.64K	1.36M	3.94K	+9.93%
Mar 31, 2026	ARCHER INVESTMENT CORP	0%	296	9.23K	6	+2.07%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	397	12.51K	7	+1.79%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	408	12.84K	0	0
Mar 31, 2026		0%	474	14.79K	4	+0.85%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	530	16.55K	530	+100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.01%	669	20.89K	0	0
Mar 31, 2026	CWM, LLC	0.01%	1.12K	34.82K	-135	-10.80%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.4K	43.67K	-133	-8.68%
Mar 31, 2026	STRATEGIC WEALTH PARTNERS, LTD.	0.02%	1.65K	51.59K	-244	-12.87%
Mar 31, 2026	COPIA WEALTH MANAGEMENT	0.03%	3.24K	101K	-6.99K	-68.37%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.05%	5.56K	173.55K	424	+8.26%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.77%	94.47K	2.95M	-27.21K	-22.36%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.93%	113.96K	3.56M	-10.59K	-8.50%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.3%	158.5K	4.95M	-13.26K	-7.72%
Mar 31, 2026	KRILOGY FINANCIAL LLC	1.9%	231.33K	8.04M	231.33K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	2.86%	348.58K	10.88M	38.35K	+12.36%
Mar 31, 2026	FOSTER & MOTLEY INC	3.09%	376.94K	11.77M	4.02K	+1.08%
Mar 31, 2026	UBS GROUP AG	3.92%	478.19K	14.93M	47.35K	+10.99%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10.02%	1.22M	38.2M	9.54K	+0.79%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.69%	84.39K	2.63M	-13.28K	-13.59%
Mar 31, 2026	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.33%	40.78K	1.44M	-367	-0.89%
Mar 31, 2026	ROYAL BANK OF CANADA	0.88%	107.85K	3.37M	-574	-0.53%
Mar 31, 2026	ENDOWMENT WEALTH MANAGEMENT, INC.	0.06%	6.97K	217.73K	6.97K	+100.00%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.09%	11.55K	360.69K	70	+0.61%
Mar 31, 2026	PRIVATE WEALTH ADVISORS, LLC	0.37%	45.33K	1.42M	45.33K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.4%	48.52K	1.51M	-7.18K	-12.89%
Mar 31, 2026	MORGAN STANLEY	3.86%	471.27K	14.71M	-78.56K	-14.29%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	7.41%	771.02K	24.07M	-518.64K	-40.22%
Mar 31, 2026	LUNT CAPITAL MANAGEMENT, INC.	0.07%	6.94K	216.51K	6.94K	+100.00%
Mar 31, 2026	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.07%	8.67K	270.59K	-14.05K	-61.84%
Mar 31, 2026	SCOTIA CAPITAL INC.	0.36%	43.87K	1.37M	-3.62K	-7.63%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	49.68K	1.55M	-32.48K	-39.53%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	69.34K	2.17M	-30.64K	-30.64%
Mar 31, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.08%	10.17K	317.51K	2.22K	+27.89%
Mar 31, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.09%	10.48K	327.07K	-4.57K	-30.35%
Mar 31, 2026	PATRON PARTNERS, LLC	0.1%	11.98K	373.89K	-3.18K	-20.96%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.11%	12.86K	401.53K	-11.61K	-47.45%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.13%	15.95K	498K	-120.27K	-88.29%
Mar 31, 2026	JANE STREET GROUP, LLC	0.45%	54.58K	1.7M	16.23K	+42.33%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	19.5%	2.38M	74.32M	-636.17K	-21.09%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.53K	43.88K	-135	-8.10%
Dec 31, 2025	CWM, LLC	0.01%	1.25K	36K	124	+11.01%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.01%	1.1K	31.98K	1.1K	+100.00%
Dec 31, 2025	ROSSBY FINANCIAL, LCC	0%	250	7.16K	250	+100.00%
Dec 31, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0%	292	8.36K	-1	-0.34%
Dec 31, 2025	ARCHER INVESTMENT CORP	0%	290	8.29K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10.22%	1.21M	34.77M	16.64K	+1.39%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.03%	3.52K	103.17K	3.52K	+100.00%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.04%	4.03K	115.54M	-58	-1.42%
Dec 31, 2025	PATRON PARTNERS, LLC	0.13%	15.15K	433.93K	-634	-4.02%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.13%	16.09K	460.75K	-2.07K	-11.38%
Dec 31, 2025	GTS SECURITIES LLC	0.16%	18.01K	515.66K	18.01K	+100.00%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.19%	21.47K	614.93K	-2.9K	-11.88%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	22.75K	651.83K	-45.03K	-66.43%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	25.45K	728.82K	-16.14K	-38.81%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.73%	82.16K	2.35M	82.16K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	648	18.56K	-16	-2.41%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.1%	11.48K	328.73K	8.11K	+240.39%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	21.36K	613.48K	-4.03K	-15.88%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.92%	109.31K	3.18M	6.94K	+6.77%
Dec 31, 2025	ROYAL BANK OF CANADA	0.96%	108.42K	3.11M	-21.48K	-16.54%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.97%	110.2K	3.16M	81.8K	+288.03%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.02%	121.68K	3.48M	32.37K	+36.24%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.1%	124.55K	3.57M	-2.16K	-1.71%
Dec 31, 2025	FLOW TRADERS U.S. LLC	1.2%	136.22K	3.9M	136.22K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.52%	171.75K	4.92M	10.92K	+6.79%
Dec 31, 2025	CITADEL ADVISORS LLC	1.52%	172.07K	4.93M	151.05K	+718.38%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	26.65%	3.02M	86.4M	-16.38K	-0.54%
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	7.35K	210.5K	-400	-5.16%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	8.32K	238.29K	-460	-5.24%
Dec 31, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.07%	7.95K	227.75K	1.42K	+21.70%
Dec 31, 2025	COPIA WEALTH MANAGEMENT	0.09%	10.23K	292.96K	-1.93K	-15.89%
Dec 31, 2025	CITIGROUP INC	0.09%	11.03K	315.9K	1.85K	+20.10%
Dec 31, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.1%	12.45K	356.42K	-254	-2.00%
Dec 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.19%	22.71K	650.54K	0	0
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.21%	24.48K	700.97K	-4.55K	-15.66%
Dec 31, 2025	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.28%	34.38K	984.53K	-1.92K	-5.28%
Dec 31, 2025	JANE STREET GROUP, LLC	0.32%	38.35K	1.1M	38.35K	+100.00%
Dec 31, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.34%	41.15K	1.25M	3.44K	+9.13%
Dec 31, 2025	CORNERSTONE MANAGEMENT, INC.	0.35%	42.08K	1.21M	-19.27K	-31.41%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.4%	47.5K	1.36M	8.61K	+22.15%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	55.7K	1.6M	-4.25K	-7.09%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	10.86%	1.29M	36.89M	138.96K	+12.08%
Dec 31, 2025		0%	470	13.46K	470	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	408	11.69K	8	+2.00%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	390	11.18K	390	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	18.25K	522.55K	-963	-5.01%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.81%	99.98K	2.86M	8.24K	+8.98%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.82%	97.66K	2.8M	-23.76K	-19.56%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.11%	13.53K	387.61K	-140.58K	-91.22%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	13.86K	409.91K	-399	-2.80%
Dec 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.12%	15.04K	430.77K	6.7K	+80.37%
Dec 31, 2025	WT WEALTH MANAGEMENT	0.13%	16.34K	467.84K	2.51K	+18.14%
Dec 31, 2025	BARON FINANCIAL GROUP, LLC	0.14%	17.38K	497.62K	7.78K	+80.99%
Dec 31, 2025	GLOBALT INVESTMENTS LLC / GA	0.12%	15.06K	431.43K	-336	-2.18%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	4.3K	123.26M	4.3K	+100.00%
Dec 31, 2025	OPTIMA CAPITAL LLC	0.02%	2.27K	65.91K	2.27K	+100.00%
Dec 31, 2025	BOKF, NA	0%	380	10.88K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	2.61%	310.23K	8.88M	7.91K	+2.62%
Dec 31, 2025	FOSTER & MOTLEY INC	3.08%	372.92K	10.68M	2.39K	+0.65%
Dec 31, 2025	UBS GROUP AG	3.81%	430.84K	12.34M	2.06K	+0.48%
Dec 31, 2025	MORGAN STANLEY	4.86%	549.82K	15.75M	-84.11K	-13.27%
Dec 31, 2025	INVENIO WEALTH PARTNERS LLC	0.35%	39.7K	1.14M	-12.14K	-23.42%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.17%	19.64K	562.43K	-397	-1.98%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	5.14K	147.07K	190	+3.84%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.05%	6.18K	177K	6.18K	+100.00%
Dec 31, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.07%	7.86K	225.23K	7.86K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.12%	154.12K	4.88M	29.62K	+23.79%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.44%	59.95K	1.9M	-5.21K	-8.00%
Sep 30, 2025	MORGAN STANLEY	4.6%	633.93K	20.08M	-15.11K	-2.33%
Sep 30, 2025	UBS GROUP AG	3.11%	428.78K	13.58M	-24.3K	-5.36%
Sep 30, 2025	INVENIO WEALTH PARTNERS LLC	0.38%	51.84K	1.64M	2.79K	+5.69%
Sep 30, 2025	CORNERSTONE MANAGEMENT, INC.	0.45%	61.35K	1.94M	-3.32K	-5.13%
Sep 30, 2025	FOSTER & MOTLEY INC	2.69%	370.53K	11.74M	4.66K	+1.27%
Sep 30, 2025	LPL FINANCIAL LLC	2.19%	302.32K	9.58M	2.98K	+1.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.17%	160.84K	5.1M	-19.51K	-10.82%
Sep 30, 2025	ROYAL BANK OF CANADA	0.94%	129.9K	4.12M	-16.15K	-11.06%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.92%	126.71K	4.01M	37.98K	+42.80%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.88%	121.42K	3.85M	-24.64K	-16.87%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.3%	41.59K	1.32M	4.91K	+13.38%
Sep 30, 2025	HERBST GROUP, LLC	0.3%	41.3K	1.31M	-3.77K	-8.35%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.18%	24.37K	771.91K	24.37K	+100.00%
Sep 30, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.16%	22.71K	719.59K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	19.21K	609K	-54.36K	-73.89%
Sep 30, 2025	CITADEL ADVISORS LLC	0.15%	21.03K	666.1K	-18.36K	-46.62%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.03%	4.09K	129.64K	-19	-0.46%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.02%	3.37K	106.83K	3.12K	+1,254.22%
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.02%	2.3K	72.73K	1	+0.04%
Sep 30, 2025	SCOTIA CAPITAL INC.	0.28%	38.88K	1.23M	-678	-1.71%
Sep 30, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.27%	37.71K	1.15M	-627	-1.64%
Sep 30, 2025	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.26%	36.29K	1.15M	-704	-1.90%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.21%	29.02K	919.39K	-7.11K	-19.68%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	28.4K	899.71K	28.4K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	25.4K	804.64K	-4.41K	-14.80%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	1.85K	58.61K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.67K	52.81K	-396	-19.20%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	1.34K	42.43K	75	+5.93%
Sep 30, 2025	CWM, LLC	0.01%	1.13K	36K	5	+0.45%
Sep 30, 2025	NORTH CAPITAL, INC.	0.01%	951	30.13K	1	+0.11%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	669	21.19K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	664	21.04K	-1	-0.15%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	400	12.67K	0	0
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	384	12.17K	-81	-17.42%
Sep 30, 2025	BOKF, NA	0%	380	12.04K	0	0
Sep 30, 2025	FMR LLC	0%	306	9.71K	37	+13.75%
Sep 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0%	293	9.24K	-178	-37.79%
Sep 30, 2025	ARCHER INVESTMENT CORP	0%	290	9.18K	2	+0.69%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	242	7.68K	1	+0.41%
Sep 30, 2025	BRYN MAWR TRUST CO	0%	220	6.97K	0	0
Sep 30, 2025	JACKSON, GRANT INVESTMENT ADVISERS, INC.	0%	210	6.64K	1	+0.48%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	209	6.62K	185	+770.83%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.15%	20.04K	634.7K	2.98K	+17.44%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	22.01%	3.03M	96.09M	173.99K	+6.09%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.69%	1.2M	37.93M	-42.75K	-3.45%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	8.35%	1.15M	36.45M	23.76K	+2.11%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.74%	102.38K	3.24M	102.38K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.67%	91.74K	2.91M	19.56K	+27.10%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.65%	89.31K	2.83M	17.92K	+25.10%
Sep 30, 2025	WEALTH ADVISORS OF TAMPA BAY, LLC	0.62%	85.12K	2.7M	3.06K	+3.72%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	67.78K	2.14M	-2.39K	-3.41%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.13%	18.15K	575.09K	109	+0.60%
Sep 30, 2025	PATRON PARTNERS, LLC	0.11%	15.79K	500.07K	1.49K	+10.39%
Sep 30, 2025	GLOBALT INVESTMENTS LLC / GA	0.11%	15.4K	487.87K	-871	-5.35%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	14.26K	450.08K	-413	-2.82%
Sep 30, 2025	WT WEALTH MANAGEMENT	0.1%	13.83K	438.03K	4.22K	+43.96%
Sep 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.09%	12.7K	402.3K	53	+0.42%
Sep 30, 2025	COPIA WEALTH MANAGEMENT	0.09%	12.16K	385.26K	384	+3.26%
Sep 30, 2025	BARON FINANCIAL GROUP, LLC	0.07%	9.6K	304.13K	9.6K	+100.00%
Sep 30, 2025	CITIGROUP INC	0.07%	9.18K	290.95K	9.18K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	8.78K	278.16K	101	+1.16%
Sep 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.06%	8.34K	264.18K	8.34K	+100.00%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	7.75K	245.52K	-800	-9.36%
Sep 30, 2025	KEYSTONE FINANCIAL GROUP	0.05%	7.3K	231.11K	-848	-10.41%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.05%	7.25K	229.74K	7.25K	+100.00%
Sep 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.05%	6.94K	219.7K	0	0
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.05%	6.53K	207K	214	+3.39%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	4.95K	156.66K	-300	-5.72%
Jun 30, 2025	WT WEALTH MANAGEMENT	0.07%	9.61K	310.42K	9.61K	+100.00%
Jun 30, 2025	COPIA WEALTH MANAGEMENT	0.08%	11.78K	380.63K	9.87K	+515.95%
Jun 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.09%	12.65K	409K	44	+0.35%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.37%	52.01K	1.68M	40.31K	+344.74%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.46%	65.16K	2.11M	99	+0.15%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.51%	71.39K	2.31M	22.26K	+45.30%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.51%	72.18K	2.33M	-23.28K	-24.39%
Jun 30, 2025	CITADEL ADVISORS LLC	0.28%	39.39K	1.27B	21.87K	+124.87%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.88%	124.5K	4.02M	-19.2K	-13.36%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.28%	180.35K	5.83M	11.35K	+6.71%
Jun 30, 2025	LPL FINANCIAL LLC	2.12%	299.33K	9.67M	-30.38K	-9.21%
Jun 30, 2025	UBS GROUP AG	3.21%	453.08K	14.64M	4.59K	+1.02%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	7.97%	1.13M	36.42M	1.13M	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.77%	1.24M	40.08M	-17.39K	-1.38%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	20.23%	2.86M	92.41M	-55.24K	-1.90%
Jun 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.05%	6.94K	224.14K	0	0
Jun 30, 2025	INTREPID FINANCIAL PLANNING GROUP LLC	0.07%	9.98K	322.52K	-110	-1.09%
Jun 30, 2025	MORGAN STANLEY	4.59%	649.04K	20.98B	-95	-0.01%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.03%	4.11K	132.87K	14	+0.34%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	5.25K	169.52K	-105	-1.96%
Jun 30, 2025	CLAY NORTHAM WEALTH MANAGEMENT, LLC	0.04%	6.22K	201.03K	6.22K	+100.00%
Jun 30, 2025	FOSTER & MOTLEY INC	2.59%	365.87K	11.83M	1.95K	+0.54%
Jun 30, 2025	ROYAL BANK OF CANADA	1.03%	146.05K	4.72M	5.9K	+4.21%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.63%	88.73K	2.87M	-3.05K	-3.33%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.12%	17.06K	551.37K	6.87K	+67.35%
Jun 30, 2025	GARDE CAPITAL, INC.	0%	316	10.21K	0	0
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	8.68K	280.52K	8	+0.09%
Jun 30, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.1%	13.96K	451.32K	13.96K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	14.67K	478.09K	-585	-3.83%
Jun 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.11%	15.15K	489.67K	-623	-3.95%
Jun 30, 2025	GLOBALT INVESTMENTS LLC / GA	0.12%	16.27K	525.88K	-1.88K	-10.38%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.28%	39.56K	1.28M	23	+0.06%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.5%	70.17K	2.27M	19.44K	+38.31%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.13%	18.05K	583.21K	-306	-1.67%
Jun 30, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.16%	22.71K	734.13K	-22.72K	-50.00%
Jun 30, 2025	ARCHER INVESTMENT CORP	0%	288	9.32K	1	+0.35%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.02%	2.3K	74.16K	2.3K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.02%	2.2K	71.04K	6	+0.27%
Jun 30, 2025	BOKF, NA	0%	380	12.28K	230	+153.33%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	400	12.93K	5	+1.27%
Jun 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	465	15.02K	0	0
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0%	663	21.43K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	665	21.49K	-124	-15.72%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	669	21.62K	0	0
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, LLC	0%	692	22.37K	3	+0.44%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	1.26K	40.85M	1.26K	+100.00%
Jun 30, 2025	PRIVATE TRUST CO NA	0.01%	1.85K	59.79K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.52%	73.57K	2.38M	-1.39K	-1.85%
Jun 30, 2025	CORNERSTONE MANAGEMENT, INC.	0.46%	64.67K	2.09M	0	0
Jun 30, 2025	INVENIO WEALTH PARTNERS LLC	0.35%	49.05K	1.59M	-333	-0.67%
Jun 30, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.27%	38.34K	1.27M	2.04K	+5.61%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.26%	36.13K	1.17M	-5.09K	-12.35%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP	0.06%	8.14K	263.19K	-178	-2.14%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	6.89K	222.65K	-138.86K	-95.27%
Jun 30, 2025	FRANKLIN RESOURCES INC	1.03%	146.06K	4.72M	955	+0.66%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	29.81K	1.18M	-6.02K	-16.80%
Jun 30, 2025	PATRON PARTNERS, LLC	0.1%	14.3K	462.14K	651	+4.77%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	8.55K	276.34K	-2K	-18.96%
Jun 30, 2025		0.04%	6.32K	204.26K	6.32K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.08%	10.63K	343.63K	-56.66K	-84.20%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	36.68K	1.19M	-2.29K	-5.88%
Jun 30, 2025	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.26%	37K	1.2M	-2.16K	-5.51%
Jun 30, 2025	HERBST GROUP, LLC	0.32%	45.07K	1.46M	1.54K	+3.53%
Jun 30, 2025	WEALTH ADVISORS OF TAMPA BAY, LLC	0.58%	82.07K	2.65M	1.3K	+1.61%
Jun 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.04%	6.32K	204.26K	6.32K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.75%	95.46K	2.8M	15.82K	+19.86%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.13%	143.69K	4.22M	30.62K	+27.07%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	5.35K	157.02K	-420	-7.28%
Mar 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.05%	6.94K	203.54K	6.94K	+100.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.33%	41.23K	1.21M	-1.97K	-4.55%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	49.13K	1.44M	-19.98K	-28.91%
Mar 31, 2025	INVENIO WEALTH PARTNERS LLC	0.39%	49.38K	1.45M	1.79K	+3.76%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	8.67K	254.52K	-367	-4.06%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.08%	10.19K	299.2K	-654	-6.03%
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.08%	10.55K	309.64K	-309	-2.85%
Mar 31, 2025	PATRON PARTNERS, LLC	0.11%	13.65K	400.57K	2.53K	+22.74%
Mar 31, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.29%	36.3K	1.04M	40	+0.11%
Mar 31, 2025	LPL FINANCIAL LLC	2.6%	329.71K	9.68M	69.15K	+26.54%
Mar 31, 2025	FOSTER & MOTLEY INC	2.87%	363.92K	10.68M	10.06K	+2.84%
Mar 31, 2025	MORGAN STANLEY	5.12%	649.14K	19.05M	-23.53K	-3.50%
Mar 31, 2025		0.07%	8.26K	242.58K	-5.32K	-39.14%
Mar 31, 2025	KEYSTONE FINANCIAL GROUP	0.07%	8.32K	244.22K	-1.59K	-16.03%
Mar 31, 2025	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.31%	39.15K	1.15M	-5.25K	-11.82%
Mar 31, 2025	SCOTIA CAPITAL INC.	0.31%	39.54K	1.16M	543	+1.39%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9.91%	1.26M	36.91M	-23.74K	-1.85%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	22.98%	2.91M	85.54M	-368.15K	-11.22%
Mar 31, 2025	JANE STREET GROUP, LLC	0.53%	67.29K	1.97M	34.15K	+103.03%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.59%	74.95K	2.2M	-622	-0.82%
Mar 31, 2025	WEALTH ADVISORS OF TAMPA BAY, LLC	0.64%	80.77K	2.37M	4.22K	+5.51%
Mar 31, 2025	GTS SECURITIES LLC	0.11%	13.82K	405.68K	13.82K	+100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	15.26K	447.72K	-395	-2.52%
Mar 31, 2025	GLOBALT INVESTMENTS LLC / GA	0.14%	18.16K	532.85K	-1.95K	-9.71%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.51%	65.06K	1.91M	1.12K	+1.75%
Mar 31, 2025	ROYAL BANK OF CANADA	1.1%	140.15K	4.11M	2.41K	+1.75%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.15%	145.75K	4.28M	78.04K	+115.27%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.33%	169K	4.96M	-4.56K	-2.63%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.09%	11.69K	343.21K	-1.36K	-10.41%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.1%	12.08K	354.56K	12.08K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.14%	18.35K	538.61K	-2.03K	-9.96%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.51%	64.55K	1.89M	56K	+654.94%
Mar 31, 2025	UBS GROUP AG	3.54%	448.49K	13.16M	32.95K	+7.93%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	50.74K	1.49M	3.72K	+7.90%
Mar 31, 2025	CORNERSTONE MANAGEMENT, INC.	0.51%	64.67K	1.9M	0	0
Mar 31, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.12%	15.77K	462.97K	-4.55K	-22.39%
Mar 31, 2025	CITADEL ADVISORS LLC	0.14%	17.52K	514.07K	-2.37K	-11.93%
Mar 31, 2025	FRANKLIN RESOURCES INC	1.14%	145.11K	4.26M	-13.78K	-8.67%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	4.71K	138.18K	-16.36K	-77.65%
Mar 31, 2025	INTREPID FINANCIAL PLANNING GROUP LLC	0.08%	10.09K	296.11K	-604	-5.65%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.08%	10.3K	302.31K	10.3K	+100.00%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	35.83K	1.05M	11.16K	+45.26%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	38.97K	1.14M	3.7K	+10.49%
Mar 31, 2025	HERBST GROUP, LLC	0.34%	43.53K	1.28M	43.53K	+100.00%
Mar 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.36%	45.43K	1.33M	22.72K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.72%	91.79K	2.69M	-3.31K	-3.48%
Mar 31, 2024	CETERA ADVISORS LLC	0.41%	63.22K	1.81M	15.93K	+33.68%
Mar 31, 2024	JPMORGAN CHASE & CO	0.06%	11.6K	332.38K	-9.1K	-43.96%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.07%	10.13K	290.34K	-4.36K	-30.06%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.07%	10.73K	308K	950	+9.71%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.07%	10.79K	309.05K	-813	-7.01%
Mar 31, 2024	KEYSTONE FINANCIAL GROUP	0.07%	10.99K	314.78K	348	+3.27%
Mar 31, 2024	INTREPID FINANCIAL PLANNING GROUP LLC	0.08%	11.7K	335.23K	-150	-1.27%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	12.78K	366.18K	483	+3.93%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.13%	22.79K	655K	-2.09K	-8.41%
Mar 31, 2024	BKM WEALTH MANAGEMENT, LLC	0.13%	20.09K	575.61K	-1.5K	-6.95%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.14%	21.64K	619.94K	-710	-3.18%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.14%	22.11K	633.3K	-5.63K	-20.30%
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	0.15%	22.52K	645.29K	3.83K	+20.48%
Mar 31, 2024	LAKE STREET ADVISORS GROUP, LLC	0.15%	22.71K	650.77K	0	0
Mar 31, 2024	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.15%	22.71K	650.77K	-22.72K	-50.00%
Mar 31, 2024	GLOBALT INVESTMENTS LLC / GA	0.15%	23.42K	671.01K	-1.25K	-5.07%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.17%	26.55K	760.63K	1.14K	+4.50%
Mar 31, 2024	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	0.18%	28.17K	807.16K	15.68K	+125.58%
Mar 31, 2024	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.19%	28.72K	822.7K	-610	-2.08%
Mar 31, 2024	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.21%	32.7K	866.14K	-2.84K	-8.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.24%	37.85K	1.08M	411	+1.10%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.27%	41.01K	1.17M	2.94K	+7.71%
Mar 31, 2024	DHK FINANCIAL ADVISORS, INC.	0.28%	43.77K	1.25M	0	0
Mar 31, 2024	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.29%	44.52K	1.28M	4.16K	+10.29%
Mar 31, 2024	CORNERSTONE MANAGEMENT, INC.	0.35%	53.82K	1.54M	769	+1.45%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.37%	66.28K	1.9M	11.86K	+21.80%
Mar 31, 2024	PATRON PARTNERS, LLC	0.05%	8.83K	252.98K	831	+10.39%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.46%	83.44K	2.39M	-772	-0.92%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.46%	71.56K	2.05M	3.84K	+5.68%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.7%	126.89K	3.64M	64.78K	+104.31%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.71%	109.87K	3.15M	73.09K	+198.71%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.75%	115.36K	3.31M	-5.54K	-4.58%
Mar 31, 2024	TAP CONSULTING, LLC	0.9%	138.65K	3.97M	15.83K	+12.89%
Mar 31, 2024	ROYAL BANK OF CANADA	0.92%	165.37K	4.74M	-29K	-14.92%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.99%	153.47K	4.4M	1.29K	+0.84%
Mar 31, 2024	UBS GROUP AG	1.3%	234.48K	6.72M	109.18K	+87.14%
Mar 31, 2024	LPL FINANCIAL LLC	1.84%	332.77K	9.53M	-28.47K	-7.88%
Mar 31, 2024	MORGAN STANLEY	4.73%	854.89K	24.49M	-30.57K	-3.45%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.53%	1.36M	38.96M	-3.97K	-0.29%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.09%	13.23K	379.05K	2.12K	+19.06%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	25.95%	4.69M	134.25M	-1.18M	-20.13%
Mar 31, 2024	FOSTER & MOTLEY INC	2.42%	374.56K	10.73M	18.07K	+5.07%
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	0.21%	32.97K	944.53K	-575	-1.71%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	33.08K	947.76K	7.47K	+29.14%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.71%	128.15K	3.67M	511	+0.40%
Mar 31, 2024	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.84%	129.33K	3.71M	129.33K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.62%	112.14K	3.21M	47.71K	+74.04%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.56%	100.64K	2.88M	40.43K	+67.15%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.55%	99.03K	2.84M	36.95K	+59.53%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.53%	95.87K	2.75M	-20.6K	-17.69%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	73.67K	2.11M	73.67K	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.03%	4.93K	141.13K	4.69K	+1,987.29%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.04%	6.54K	187.29K	66	+1.02%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.04%	7.02K	201K	7.02K	+100.00%
Mar 31, 2024	ENDOWMENT WEALTH MANAGEMENT, INC.	0.04%	8K	229.16K	-2.04K	-20.32%
Mar 31, 2024	JBR CO FINANCIAL MANAGEMENT INC	0.05%	8.46K	242.32K	-103	-1.20%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.21%	38.07K	1.13M	-2.69K	-6.59%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.21%	37.44K	1.12M	-34.81K	-48.18%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.21%	36.78K	1.1M	3.49K	+10.47%
Dec 31, 2023	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.2%	35.54K	1.01M	35.54K	+100.00%
Dec 31, 2023	STRATOS WEALTH ADVISORS, LLC	0.19%	33.54K	999.89K	-4.08K	-10.85%
Dec 31, 2023	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.19%	33.04K	984.74K	-56.88K	-63.26%
Dec 31, 2023	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.17%	29.33K	874.19K	-1.72K	-5.53%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.16%	27.74K	826.82K	-11.9K	-30.03%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	25.62K	763.6K	-6.04K	-19.09%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.14%	25.41K	757.36K	-303	-1.18%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.14%	24.89K	744K	523	+2.15%
Dec 31, 2023		0.12%	21.59K	643.66K	21.59K	+100.00%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.13%	22.35K	666.21K	-3.8K	-14.54%
Dec 31, 2023	JPMORGAN CHASE & CO	0.12%	20.7K	617.1K	20.66K	+49,188.10%
Dec 31, 2023	TAP CONSULTING, LLC	0.69%	122.83K	3.66M	3.53K	+2.96%
Dec 31, 2023	UBS GROUP AG	0.71%	125.3K	3.74M	51.99K	+70.92%
Dec 31, 2023	HUDOCK, INC.	0.11%	18.72K	558.03K	9.86K	+111.32%
Dec 31, 2023	EQIS CAPITAL MANAGEMENT, INC.	0.11%	18.7K	557.3K	-5.13K	-21.53%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.35%	62.08K	1.85M	1.84K	+3.05%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	62.11K	1.85M	-5.13K	-7.63%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.38%	67.72K	2.02M	1.79K	+2.72%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.08%	14.49K	431.92K	-4.04K	-21.82%
Dec 31, 2023	NWAM LLC	0.08%	13.89K	413.96K	-4.72K	-25.35%
Dec 31, 2023	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	0.07%	12.49K	372.3K	-24.87K	-66.57%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.07%	12.47K	371.7K	3.78K	+43.47%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	12.3K	366.6K	-588	-4.56%
Dec 31, 2023	INTREPID FINANCIAL PLANNING GROUP LLC	0.07%	11.85K	353.28K	-595	-4.78%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	33.09%	5.87M	174.88M	-1.58M	-21.25%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.69%	1.36M	40.65M	98.23K	+7.76%
Dec 31, 2023	MORGAN STANLEY	4.99%	885.45K	26.4M	-28.41K	-3.11%
Dec 31, 2023	LPL FINANCIAL LLC	2.04%	361.24K	10.77M	-40.24K	-10.02%
Dec 31, 2023	FOSTER & MOTLEY INC	2.01%	356.49K	10.63M	-47.83K	-11.83%
Dec 31, 2023	JANE STREET GROUP, LLC	1.7%	301.59K	8.99M	160.93K	+114.41%
Dec 31, 2023	ROYAL BANK OF CANADA	1.1%	194.37K	5.79M	-721	-0.37%
Dec 31, 2023	MEITAV INVESTMENT HOUSE LTD	0.31%	54.72K	1.63M	-43.32K	-44.18%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.31%	54.42K	1.62M	23.44K	+75.69%
Dec 31, 2023	CORNERSTONE MANAGEMENT, INC.	0.3%	53.05K	1.58M	0	0
Dec 31, 2023	CETERA ADVISORS LLC	0.27%	47.29K	1.41M	107	+0.23%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.86%	152.19K	4.54M	-73.2K	-32.48%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.34%	60.21K	1.79M	-4.65K	-7.17%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.72%	127.64K	3.8M	-23.99K	-15.82%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.48%	84.21K	2.51M	-3.67K	-4.17%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.66%	116.47K	3.47M	-39.07K	-25.12%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.68%	120.9K	3.6M	-2.07K	-1.68%
Dec 31, 2023	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.26%	45.43K	1.35M	0	0
Dec 31, 2023	DHK FINANCIAL ADVISORS, INC.	0.25%	43.77K	1.3M	0	0
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.24%	42.12K	1.41M	42.12K	+100.00%
Dec 31, 2023	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.23%	40.37K	1.2M	13.4K	+49.66%

Frequently Asked Questions